PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,158 $3.94M 1.78% +1,190 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 5,148 $3.93M 2.75% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,142 $3.92M 0.71% +281 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,670 $3.92M 0.24% -80 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,137 $3.92M 0.41% +34 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,124 $3.91M 0.84% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,122 $3.91M 0.61% -156 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,116 $3.9M 0.68% +421 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 5,077 $3.87M 1.98% -2,018 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,074 $3.87M 0.1% -348 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,053 $3.86M 0.18% +268 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,045 $3.85M 0.5% +176 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,043 $3.85M 0.37% -210 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,035 $3.84M 0.55% +4 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,015 $3.83M 0.6% -46 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,012 $3.82M 0.95% +7 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 5,011 $3.82M -1,484 Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,009 $3.82M 0.19% -224 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,005 $3.82M 1.27% +72 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,649 $3.81M 0.59% -200 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,983 $3.8M 2.48% +23 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,979 $3.8M 0.43% +729 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,977 $3.8M 0.63% +205 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,968 $3.79M 0.38% +43 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,964 $3.79M 0.85% -44 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,959 $3.78M 0.87% +574 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,947 $3.77M 0.86% +1,399 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 4,937 $3.77M 0.99% -54 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,927 $3.76M 0.98% +126 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,920 $3.75M 2.39% +95 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,853 $3.75M 0.87% -200 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,904 $3.74M 1.55% -100 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,898 $3.74M 3.06% -1,016 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,897 $3.74M 0.24% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,884 $3.73M 0.58% +49 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,864 $3.71M 0.26% +1,616 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,955 $3.71M 0.26% +11 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,853 $3.7M 0.39% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 4,850 $3.7M 2.75% -1,467 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,842 $3.69M 1.58% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,774 $3.69M 0.72% -738 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,940 $3.68M 0.06% +648 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,816 $3.67M 1.47% +72 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,811 $3.67M 0.16% +847 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,806 $3.67M 1.15% +718 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,803 $3.66M 0.34% +131 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,799 $3.66M 0.11% +2,030 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,796 $3.66M 0.17% +621 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,795 $3.66M 0.33% -88 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,795 $3.66M 1.32% -206 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,791 $3.66M 0.24% +294 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,788 $3.65M 0.4% +229 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,787 $3.65M 0.26% -850 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,786 $3.65M 1.02% +121 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,785 $3.65M 0.25% +112 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 4,777 $3.64M 1.08% 0 13F-HR Timeline Group Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,774 $3.64M 1.92% -99 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,756 $3.63M 0.18% -3,150 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,393 $3.63M 0.27% -133 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,742 $3.62M 0.83% -8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,733 $3.61M 0.2% +50 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,733 $3.61M 1.22% +162 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,724 $3.6M 1.12% -244 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,711 $3.59M 0.21% -59 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,707 $3.59M 0.14% -964 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,707 $3.59M 0.93% -1,740 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,705 $3.59M 1.56% +1,048 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,702 $3.59M 0.69% +118 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,700 $3.59M 1.73% -143 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,697 $3.58M 0.43% +984 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,691 $3.58M 0.66% -81 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,686 $3.58M 0.17% +499 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,686 $3.58M 0.17% -186 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,680 $3.57M 1% -198 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,301 $3.56M 0.76% +1,719 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,659 $3.56M 2.03% +15 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,651 $3.55M 1.2% +281 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,643 $3.54M 2.34% -37 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,632 $3.53M 1.38% -138 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,615 $3.52M 0.24% -24 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 7,234 $3.51M 0.97% +2,634 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,599 $3.51M 1.59% +1,417 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,597 $3.51M 0.73% +93 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,581 $3.5M 0.24% +94 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,575 $3.49M 0.13% +1,319 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,570 $3.49M 0.28% +295 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,554 $3.47M 0.79% -166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,541 $3.46M 2.2% +560 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,526 $3.45M 2.28% +17 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,510 $3.44M 1.33% +947 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,498 $3.43M 1.15% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,496 $3.43M 0.85% +3,886 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,488 $3.42M 1.26% +124 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,488 $3.42M 0.41% +283 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,486 $3.42M 0.4% +7 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,484 $3.42M 1.14% -52 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,467 $3.41M 0.3% -177 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,465 $3.41M 2.46% +187 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,460 $3.4M 0.04% +1,242 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,457 $3.4M +165 Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,452 $3.4M 2.34% -155 13F-HR/A Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,439 $3.39M 1.63% +387 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,421 $3.37M 0.75% +26 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,421 $3.37M 2.18% +13 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,404 $3.36M 4.18% +105 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,398 $3.36M 0.5% +132 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,397 $3.35M 0.29% +1,597 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,394 $3.35M 1.9% +391 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,391 $3.35M 0.79% +37 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,390 $3.35M 0.38% +1,194 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,723 $3.34M 1.92% -123 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,361 $3.33M 0.81% +31 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,028 $3.32M 0.63% -17 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,353 $3.32M 0.58% -113 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,351 $3.32M 0.79% +241 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,349 $3.32M 0.25% +1,476 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,345 $3.32M 0.94% -82 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,338 $3.31M 1.06% -201 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,337 $3.31M 0.78% -446 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,334 $3.31M 1.25% -71 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,334 $3.31M 2.29% +738 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,332 $3.31M 0.22% -408 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,000 $3.3M 0.28% +12 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,326 $3.3M 0.91% -3,257 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,320 $3.3M 0.05% -194 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,313 $3.29M 0.89% +1,286 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,308 $3.29M 0.12% -12 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,302 $3.28M 0.36% -790 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,299 $3.28M 1.34% +2,073 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,295 $3.28M 0.74% -796 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,294 $3.28M 0.4% +940 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,292 $3.27M 1.34% +26 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,286 $3.27M 0.36% +3,639 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,279 $3.27M 0.15% +484 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,275 $3.26M 0.34% +404 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,265 $3.25M 1.35% +359 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,261 $3.25M 0.23% +28 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,259 $3.25M 1.02% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,254 $3.25M 0.96% +15 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,253 $3.25M 0.55% -150 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,247 $3.24M 0.04% +141 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,229 $3.23M 0.31% +21 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,212 $3.21M 0.43% +898 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 4,200 $3.2M 2.03% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,190 $3.2M 0.93% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,188 $3.2M 0.7% 0 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,185 $3.19M 0.27% +43 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,182 $3.19M 0.68% +8 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,178 $3.19M 0.62% -79 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,174 $3.18M 2.17% +1,067 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,674 $3.17M 1.52% +1,519 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,137 $3.16M +863 Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,127 $3.15M 0.24% +127 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,119 $3.14M 0.96% 0 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,114 $3.14M 1.56% -8 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,111 $3.14M 0.74% +623 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 4,100 $3.13M 1.46% +2,000 13F-HR/A Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,100 $3.12M 1.45% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,090 $3.12M 1.07% -1,329 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,088 $3.12M 0.89% +958 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,069 $3.1M 0.74% +645 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,064 $3.1M 1.04% +294 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,064 $3.1M 0.2% +592 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,062 $3.1M 0.45% -25 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 4,059 $3.1M 0.17% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,052 $3.09M 0.61% +625 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,047 $3.09M 1.33% +266 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,042 $3.08M 0.11% +2,426 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,035 $3.08M 0.96% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,027 $3.07M 0.18% +92 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,025 $3.07M 1.68% +850 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,019 $3.07M 0.26% +59 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,017 $3.07M 0.65% +25 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4,012 $3.06M 1.13% +1,270 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,006 $3.06M 2.43% -778 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,742 $3.06M 0.23% -53,129 13F-HR/A Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,004 $3.06M 1.68% +1,243 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,000 $3.05M 0.26% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,999 $3.05M 0.84% +655 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,996 $3.05M 0.83% +81 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,982 $3.04M 0.42% -13 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,976 $3.03M 0.55% -67 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,955 $3.02M 0.86% +225 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,954 $3.02M 0.86% +3,620 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 37,244 $3.02M 11.19% -1,477 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,951 $3.01M 1.11% +827 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,949 $3.01M 1.23% +5 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,948 $3.01M 0.9% +1,618 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,947 $3.01M 0.06% +20 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 3,946 $3.01M 0.94% -27 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,945 $3.01M 1.3% +2,547 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,942 $3.01M 0.4% +2,860 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,636 $3M 0.62% +649 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,633 $3M 1.47% -49 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,664 $3M 1.99% -296 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,931 $3M 0.81% +1,749 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,922 $2.99M 1.06% +15 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,922 $2.99M 1.17% +195 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,911 $2.98M 0.81% -1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,910 $2.98M 0.14% -810 13F-HR Timeline